Werba Rubin Papier Wealth Management’s Progressive PGR Stock Holding History

Werba Rubin Papier Wealth Management’s Portfolio PGR Stock Details PGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$410K	Buy	+1,878	New	+$378K	0.05%	171
2026 Q1	–	Sell	-1,004	Closed	-$229K	–	290
2025 Q4	$229K	Buy	1,004 +101	+11%	+$22.8K	0.06%	200
2025 Q3	$223K	Sell	903 -34	-4%	-$8.38K	0.04%	220
2025 Q2	$250K	Sell	937 -7	-0.7%	-$1.92K	0.05%	178
2025 Q1	$267K	Sell	944 -67	-7%	-$17.5K	0.06%	143
2024 Q4	$242K	Buy	1,011 +69	+7%	+$17.4K	0.06%	153
2024 Q3	$239K	Buy	+942	New	+$219K	0.06%	151

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Werba Rubin Papier Wealth Management's PGR Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management opened a new position in Progressive (PGR) in Q2 2026: 1,878 shares worth $410K. The stake represents 0.05% of the portfolio and ranks #171 among its holdings. This is a return to the name: Werba Rubin Papier Wealth Management previously reported a position in PGR as recently as Q4 2025.

Werba Rubin Papier Wealth Management first reported a position in PGR in Q3 2024 and has held it in 7 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Werba Rubin Papier Wealth Management held 1,878 shares of Progressive worth $410K as of Q2 2026.
Progressive was a new Werba Rubin Papier Wealth Management position in Q2 2026.
Progressive made up 0.05% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #171 holding.
Werba Rubin Papier Wealth Management first reported a position in Progressive in Q3 2024 and has held it in 7 quarters since.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.